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CD Buster 07
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| Expenses: |
Stock purchases of $15.00 each |
$90.00 (payable to TD Waterhouse) |
| |
Management fee of 1% |
$274.00 |
| Yields: |
Dividends added in: |
$1.181.22 |
| |
CD Buster start up: |
$25,104.84 |
| |
End results are: |
$27,135.30 |
| |
Year end profit of: |
+ $2,030.46 / Year end results are + 8.1% |
CD Buster is a
stock simulation portfolio
created by Pearson Capital, Inc.
for informational/educational purposes only.
Pearson Capital's Terms & Conditions
| Stock Name |
Symbol |
Yield |
Shares |
Pur/Price |
Pur/Amount |
02 End |
Gain/Loss |
Dividend |
End Result |
|
|
|
|
|
|
|
|
|
|
| Boston Prop. |
BXP |
6.60% |
111 |
$37.67 |
$4,181.37 |
$36.86 |
-89.91 |
$269.73 |
$4,361.19 |
| Greenpoint Finc. |
GPT |
2.20% |
117 |
$35.75 |
$4,182.75 |
$45.18 |
+1,103.31 |
$115.83 |
$5,401.89 |
| Hingham I. |
HIFS |
2.20% |
176 |
$23.70 |
$4,171.20 |
$29.99 |
+1,107.22 |
$116.16 |
$5,394.58 |
| Kilroy Realty |
KRC |
8.50% |
165 |
$25.40 |
$4,191.00 |
$23.05 |
-387.75 |
$323.40 |
$4,126.65 |
| Ph. Morris |
MO |
6.30% |
84 |
$50.11 |
$4,209.24 |
$40.53 |
-804.72 |
$214.20 |
$3,618.72 |
| Wash. Mutual |
WM |
3.20% |
129 |
$32.32 |
$4,169.28 |
$34.53 |
+285.09 |
$141.90 |
$4,596.27 |
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|
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|
|
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| Average Portfolio Yield |
|
4.95% |
|
Total: |
$25,104.84 |
|
+1,213.24 |
+1,181.22 |
$27,499.30 |
Closing date 12/31/2002:
$25,104.84 invested in CD Buster in January/February 02 would have a year end
value of $27.499.30
$25,000 CD returning 2.5% annually
would have a year-end value of $25,625
The CD Buster portfolio was created from the selection of stocks published in the January and February 2002 Pearson Investment Letter.
This virtual portfolio demonstrates how selected stocks could outperform the regular bank CD yielding 2.5% annually.
This example includes all management fees, trading fees
as well as dividends earned.
Current performance does not indicate or guarantee future performance. All client portfolios are customized differently to meet their individual objectives and goals.
There are no guarantees as to the profit of each - some may lose money.
DISCLAIMER:
Pearson Capital, Inc. makes no guarantee as to the accuracy or completeness of this data. Information is provided for informational purposes only, and Pearson Capital, Inc. shall not be liable for any errors or omissions, or for any actions taken in reliance thereon.
Pearson Capital's Terms & Conditions
1st quarter 2002 / our performance
Click below: download Acrobat Reader or eBook Reader free to
view Pearson Capital's performance
for the 1st quarter 2002
PCI's 1st quarter 02 +11.2%
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E-mail: pearsoncapital@aol.com
www.pearsoncapitalinc.com
www.pearsoninvestmentletter.com
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